See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,032 | $78,705+76.7% | $117,854+18.0% | $70,131+98.2% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.1pp | 69.5%+16.2pp |
| Annual return | 15.53% | 23.30%-7.8pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,384 | $3,297+93.6% | $4,482+42.5% | $3,332+91.6% |
| Admin fee / account holder | $13,789 | $5,065+172.2% | $8,020+71.9% | $4,645+196.8% |